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Showing 601 - 610 of 2810 results for "Advisory"

Rest appoints head of property

ELIZABETH FRY  |  MONDAY, 6 FEB 2023
... overseeing this important asset class, including working both internationally and in Australia for leading asset owners and advisory firms." Before his arrival at TelstraSuper, Bambrook worked in real estate advisory at both EY and PwC, and as a senior ...

AZ NGA buys stake in Melbourne advice firm

CHLOE WALKER  |  MONDAY, 6 FEB 2023
AZ Next Generation Advisory (AZ NGA) has expanded its Victorian footprint, partnering with accounting and advice firm McLean Delmo Bentleys. McLean Delmo Bentleys employs approximately 90 staff across wealth management, accounting, and auditing. As ...

More DASS complainants flock to AFCA

KARREN VERGARA  |  MONDAY, 6 FEB 2023
The number of Dixon Advisory and Superannuation Services complainants continues to grow as more former clients have come forward to the financial complaints body for potential compensation. The number of complainants has grown by about 100 to 1700 as ...

Wilsons Advisory fined $550k by ASIC MDP

JAMIE WILLIAMSON  |  FRIDAY, 3 FEB 2023
Wilsons Advisory and Stockbroking paid the significant penalty which was issued by the Markets Disciplinary Panel (MDP) after it found the firm to have incorrectly reported many trades as Trade with Price Improvement (TWPI). The $548,328 penalty was ...

Countplus takes on regional firm

CHLOE WALKER  |  WEDNESDAY, 25 JAN 2023
Countplus' Moggs Accounting + Advisory (Moggs) has acquired Shepparton-based Timothy Trevor Gubbins. As part of the transaction, founder Timothy Gubbins is expected to remain with the business for a period of one year to help assist with an orderly ...

Rowe joins Kofkin Bond & Co

JAMIE WILLIAMSON  |  TUESDAY, 24 JAN 2023
Former Countplus chief executive Matthew Rowe is now chair of the firm's advisory board. Rowe has been working with the company for several months now, with Kofkin Bond & Co making the announcement late last week. "As Kofkin Bond & Co continually expands ...

AZ NGA appoints chief financial officer

CASSANDRA BALDINI  |  WEDNESDAY, 18 JAN 2023
AZ Next Generation Advisory (AZ NGA) has appointed Dan Heckendorf as its new chief financial officer as it plans its next growth phase. Heckendorf, who will report to AZ NGA chief executive Paul Barrett, joined in October as interim chief financial ...

Top 10 issues for super funds in 2023: KPMG

ANDREW MCKEAN  |  TUESDAY, 17 JAN 2023
... industry. KPMG listed market volatility, higher inflation and interest rates as the top issue for super funds. Superannuation advisory partners Melinda Howes, Lisa Butler Beatty and Linda Elkins said with global recession looking more likely in 2023 ...

Strengths and weaknesses in DC systems: Comparison

ANDREW MCKEAN  |  FRIDAY, 13 JAN 2023
... participants. This sector is ripe for disruption," Pilger said. "The phenomenon of multiple employer plans will make traditional advisory firms ask, 'how can I differentiate'? To stay in the game, they will have to focus on innovation - particularly ...

Aware Super, Goldman Sachs, Bank of America back Xpansiv

ANDREW MCKEAN  |  THURSDAY, 12 JAN 2023
... energy transition and broader decarbonisation." "We support Xpansiv's effort to develop market infrastructure and trade advisory services to deliver seamless environmental solutions to companies globally." Aware Super increased its investment in Xpansiv. ...